M

MyPlanMap

10 employees

SaaS Chatbot product for Independent Financial Advisors and Financial Planners to Improve Client Review Meetings

Basic info

Industry

it services and it consulting

Sectors

Automation
Financial Services
SaaS
Chatbot
Financial Advisory
Client Collaboration
Marketing
Checklists
Client Workflow
FinTech
Customer Relationship Management
Financial Planning
Software
Roboadviser

Date founded

2014

FAQ